Build the installed base
Create or import the customer, add its locations and register each supported unit with the information currently available.
How EquipSpan works
From the installed unit to the next useful action.
EquipSpan follows the way small installation and service teams actually work, including requests resolved without a visit and supplier claims that remain open after the repair.
Keep the equipment context together
Attach components, serial numbers, documents, photographs, coverage records and maintenance plans to the correct unit.
Receive and qualify the request
Log it internally or receive it through a secure customer link, then set priority, responsibility, status and the next action.
Treat remotely or prepare a visit
Record calls, checks and decisions without inventing a visit. If field work is needed, schedule it with its equipment and request context.
Execute and preserve evidence
Use a phone or tablet for the checklist, findings, photographs, signature and completion notes; then generate the service report PDF.
Complete the remaining follow-up
Keep customer proposals, expected and actual amounts, and supplier claims visible until both the operational and financial follow-up are complete.
A request is not automatically a visit
Record what happened even when nobody travels.
The office can receive the request, add treatments, request information, resolve it remotely or close it with a reason. A visit is created only when field execution adds value.
- Internal or customer-originated request
- Priority, target date and responsible person
- Mandatory next action while the request remains open
- Independent treatment log
- Zero, one or several connected visits
SERVICE REQUEST · SR-0042
Controller alarm after restart
1Review requestLocation and unit already known
2Record treatmentCustomer sends controller code
3Choose the routeResolve remotely or schedule a visit
Remote resolutionPrepare visit
Field work continues the same record
No need to re-enter the customer, unit or original problem.
The assigned technician opens a prepared visit with the location, installed unit, previous context and planned checks already in place. Progress can be saved and resumed before completion.
Read the mobile execution procedure →‹ ScheduleIn progress
VISIT · SV-0018Inspect compressor trip
Northpoint Foods · Unit 3
RTU 420M2F-8841
✓
Isolate and inspect unitCompleted 10:24
✓
Record controller readingsCompleted 10:31
3
Photograph compressor labelRequired before completion
Photo 1+ Add photo
After the visit
Completed field work may still need commercial follow-up.
The visit report can be complete while a proposal decision, customer charge, supplier claim or recovery remains open and visible.
Customer follow-up
Issue an itemised proposal, record the customer’s decision and retain the regionally formatted PDF.
Supplier follow-up
Prepare the claim with the equipment, serial number, evidence, requested amount and supplier response.
Financial outcome
Record expected and actual costs, customer charges, supplier recovery and the final outcome.
Equipment history
Keep the request, visits, documents, claim and outcome on the same equipment timeline.
Does this fit your operation?
Try EquipSpan with your own installed base.
The complete 21-day trial requires no card. Load the removable sample data or begin with one real customer, location and installed unit.